ISHARES TR

Ticker: XJR CUSIP: 46436E544 Class: ESG SELECT SCREE

Beta Wealth Group, Inc.'s Holding History (CIK: 0001594417)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 14,882 Value ($000) $634 Avg Close — Range —
Q3 2025
Shares 14,915 Value ($000) $635 Avg Close — Range —
Q2 2025
Shares 15,308 Value ($000) $605 Avg Close — Range —